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联盛化学(301212) - 301212联盛化学投资者关系管理信息20250508
RealsunChemRealsunChem(SZ:301212)2025-05-08 09:26

Group 1: Financial Performance - In Q1 2025, the company experienced a significant increase in revenue and net profit due to a recovery in demand within the chemical industry, with a notable rise in sales volume of key products [2] - The BDO industry chain products saw an increase in capacity utilization compared to the same period last year, reflecting improved customer order performance [3] Group 2: Product and Market Position - ABL, the company's flagship product, has a large production scale and high quality, with its production technology recognized as internationally advanced, making it the first in China to utilize liquid sodium for continuous reaction [4] - The demand for ABL is expected to rise following the expiration of the patent for the broad-spectrum fungicide, but the supply side remains competitive with low product prices [4] Group 3: Future Development and Investments - The company has over 500 million RMB in ongoing construction projects, primarily focused on ultra-pure electronic chemicals and biodegradable new materials [4] - As of December 31, 2024, the company employed 411 people and has plans for potential employee stock ownership programs in the future [4] Group 4: Industry Outlook - The fine chemical industry is a strategic focus for global chemical development, with the company emphasizing green, low-carbon, and digital transformation [5] - The company aims to enhance its position in the fine chemical sector by advancing its three main business areas: fine chemicals, electronic chemicals, and biodegradable new materials, supported by 51 invention patents as of the end of 2024 [5]